Sections
The home page is divided into three sections, accessible from the left navigation: My Work — Records currently assigned to you across all apps. This includes any active work items where you are the designated owner at the current stage. Approvals — Records waiting on your approval. These are items that have reached an approval step and require your action before they can progress in the workflow. Workspaces — Personalized dashboards that you configure yourself. Workspaces let you pin views, charts, and data from across your apps into a single, consolidated view.Filtering and Sorting
Each section on the home page supports filtering and sorting, the same way Object views work inside individual apps. You can narrow down records by field values or reorder them to prioritize what matters most.Workspaces
Workspaces are dashboards that consolidate views from across your apps into a single place. They can be personal or shared. Personal Workspaces are tied to your user account and visible only to you. Shared Workspaces are created inside an App, Element, Task, or Table and are accessible to other users of that object. To create or manage shared Workspaces, navigate to the Workspaces section within your App, Element, Task, or Table.Create a Workspace
- From the home page, click the vertical More icon next to Workspaces in the left navigation.
- Enter a name for the Workspace.
- Click Create.
Add Widgets to a Workspace
Widgets are filtered and sorted views of Apps, Elements, or Tasks that you pin to a Workspace.- Navigate to the App, Element, or Task you want to add.
- Customize the list with your desired filters and sort order.
- Click + Add To Workspace.
- Select the destination Workspace.